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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Certification Completion Status Change" from Channeltivity.

Add your action

An action happens after the trigger—such as "Append Text to Document" in Google Docs.

You’re connected!

Zapier seamlessly connects Channeltivity and Google Docs, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

Certification Completion Status Change
Triggers when a Certification Completion is created, or when its Status changes
Trigger
Instant
Try It
New Deal
Triggers when a Deal is created in the portal
Trigger
Instant
Try It
New Organization
Triggers when an Organization is created in the portal
Trigger
Instant
Try It
New User/Contact
Triggers when a User or Contact is created in the portal
Trigger
Instant
Try It
Create Record
Allows you to create various records or assignments
Action
Write

Update Record
Allows you to update various records
Action
Write
New Document
Triggers when a new document is added (inside any folder).
Trigger
Polling
Try It

- Drive
- Folder
- Document Name
  Required
- Text to Append
  Required
- Append Text on New Line?
Action
Write
- Document Name
  Required
- New Document Name
  Required
- Drive
- Folder
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Drive
- Folder
- New Document Name
  Required
- Document Name
  Required
- Export Formats
- Insert Inline Image (Image URL)
- Image location (Segment ID)
- Image location (Index)
- Image location (tabId)
Action
Search or write

Course Completion Status Change
Triggers when a Course Completion is created, or when its Status changes
Trigger
Instant
Try It
Updated Deal
Triggers when a Deal is updated in the portal
Trigger
Instant
Try It
Updated Organization
Triggers when an Organization is updated in the portal
Trigger
Instant
Try It
Updated User/Contact
Triggers when a User or Contact is updated in the portal
Trigger
Instant
Try It
Delete Record
Allows you to delete various records or assignments
Action
Write
Find Records
Finds one or more records of a specified type by a field and value you choose.
Action
Search
- Drive
- Folder
Trigger
Polling
Try It
- Drive containing the template document
- Template_folder
- Document Name
  Required
- New Document Name
  Required
- Drive
- Folder
- Sharing Preference
- Unused Fields Preference
- Export Formats
- Insert Inline Image (Image URL)
- Image location (Segment ID)
- Image location (Index)
- Image location (tabId)
Action
Write
- New Document Name
  Required
- Document Name
  Required
- Drive
- Folder
- Export Formats
- Insert Inline Image (Image URL)
- Image location (Segment ID)
- Image location (Index)
- Image location (tabId)
Action
Write
- Drive
- Folder
- New Document Name
  Required
Action
Search

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Customers have created over 25 million Zaps on the platform

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Connect Channeltivity and Google Docs to integrate crucial parts of your business

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Automate your lead management and improve conversions

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Provide world-class support with a little help from automation

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Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Learn how to automate Google Docs on the Zapier blog

Make work flow with AI

Level up your Channeltivity to Google Docs integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Channeltivity

Channeltivity is a user-friendly Partner Relationship Management (PRM) solution that includes everything for a successful channel program.

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Related categories

CRM (Customer Relationship Management)

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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Google Docs

Google Docs is an online word processor that lets you create and format text documents. Collaboratively edit documents with other people in real time. We also support Google Sheets!

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Related categories

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